General Description:
Trusts are financial and estate planning tools designed to help one to take care of their finances and their family. With the help of their professional advisor, a donor can create a trust as unique as they and their dreams. With Trusts 101, you can suggest how your donors can match their dreams to the type of trust meant for them, including helping your nonprofit. “Take a look, call your advisor, create the roadmap to your best future!”
This brochure can also be used by financial advisors.
$495.00
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General Description:
Trusts are financial and estate planning tools designed to help one to take care of their finances and their family. With the help of their professional advisor, a donor can create a trust as unique as they and their dreams. With Trusts 101, you can suggest how your donors can match their dreams to the type of trust meant for them, including helping your nonprofit. “Take a look, call your advisor, create the roadmap to your best future!”
Document Structure:
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Bonus:
A 20-item chart/matrix illustrating the features and benefits of each trust with checkmarks in appropriate columns for each type of trust.
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Collaborating with your clients is the new reality. Trusts 101 is the roadmap to guide clients on their path to a secure financial future.